People are often looking for someone to provide them with the opportunity to become more clear, confident and capable with regards to their life plan and financial literacy. Trustworthy, knowledgeable and professional are three words that James deems vitally important to offering transformative advice to clients. James does this by wearing three hats:
* The life planner
* The financial planner
*
The financial adviser
These three hats help clients understand the process to achieving financial freedom and realising their goals. Before working the financial services industry, James was a Primary School Teacher whose music degree saw him originally train as an orchestral conductor. You may think that these two industries
have little to do with financial planning, but James would disagree.
“Helping children to achieve their potential, and caring that they do, is very similar in attitude to
helping people understand their financial potential. Leading an orchestra of 70 musicians to perform
a score of music is exhilarating but takes dedication, knowledge and confidence. All these skills are
important when ensuring the best client experience possible.”
Growing his business by referrals means that James is committed to proving outstanding levels of
service that exceed his clients’ expectations. He looks forward to the contact he has with you.
